Mike Reilly talks about TD’s improvement in 34 out of 38 categories in the 2013 Brokerage Report Card
Mike Reilly, president and national sales manager with TD Wealth Private Investment Advice, talks about TD’s improvement in 34 out of 38 categories in the 2013 Brokerage Report Card. Ninety-eight percent of TD advisors surveyed report creating financial plans and advisors gave a 0.7 improvement rating to the firm’s receptiveness to feedback. Reilly spoke with Clare O’Hara, staff reporter with Investment Executive, at the TMX Broadcast Centre in Toronto.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.
How investment advisors rated their firms’ support offerings and tools
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office